InvoiceSnap

InvoiceSnap is a full-stack AI invoice management system with OCR extraction, anomaly-aware review, GST reporting, and analytics.

Features

• Hybrid extraction pipeline: digital PDF text parsing, Gemini extraction, and local OCR fallback
• Self-Learning Vendor Brain: vendor profiles, anomaly scoring, and explainable risk reasons
• Human-in-the-loop review flow: confidence + risk driven needsReview pipeline
• Source document intelligence: original invoice storage, inline preview, and download
• Duplicate detection before save
• Batch extraction + bulk draft save

Product Modules

Authentication & User

• Email/password signup and login
• Google auth integration
• Cookie-based auth sessions
• Profile/settings update and password change

Invoice Operations

• Create, read, update, delete invoices
• Server-side filtering, sorting, and pagination
• Category tagging and editable line items
• Invoice export to PDF and CSV

AI Extraction Pipeline

• Upload supports PDF, PNG, JPG, JPEG, WebP
• POST /api/extract for single-file extraction
• POST /api/extract/batch for multi-file extraction
• Extraction metadata:
  • extractionSource
  • extractionConfidence
  • extractionNeedsReview

Self-Learning Vendor Brain

• Vendor profile modeling from historical invoices
• Invoice risk score (vendorRiskScore) and explainable reasons (vendorRiskReasons)
• Anomaly signals include:
  • duplicate invoice number patterns
  • unusual amount deviation
  • unseen GST rates
  • category drift
• Vendor Brain analytics endpoint: GET /api/analytics/vendor-brain

Review & Quality Controls

• Auto review flagging from extraction confidence and data completeness
• Additional review escalation from vendor anomaly risk
• Duplicate detection at invoice create

Analytics & GST

• Summary, trends, status distribution, top vendors
• Monthly category analysis
• Vendor Brain profiles and anomaly feed in analytics UI
• GST monthly reports with CSV/PDF export

Tech Stack

• Frontend: Next.js, React, TypeScript, Tailwind, shadcn/ui
• Backend: Node.js, Express, TypeScript, Zod, Multer
• Database: MongoDB
• AI/OCR: Gemini API, pdf-parse, tesseract.js

Quick Start

Prerequisites

• Node.js 18+
• MongoDB

Backend

cd backend
npm install
npm run dev

Frontend

cd frontend
npm install
npm run dev

Environment Variables

backend/.env

PORT=4000
JWT_SECRET=replace_with_a_long_random_secret
CORS_ORIGIN=http://localhost:3000
MONGODB_URI=mongodb://127.0.0.1:27017
MONGODB_DB_NAME=invoicesnap
AUTH_COOKIE_NAME=invoicesnap_auth
AUTH_COOKIE_SAME_SITE=lax
GOOGLE_CLIENT_ID=your_google_client_id
GEMINI_API_KEY=your_gemini_api_key
GEMINI_MODEL=gemini-2.0-flash

frontend/.env

NEXT_PUBLIC_API_BASE_URL=http://localhost:4000/api
NEXT_PUBLIC_GOOGLE_CLIENT_ID=your_google_client_id

Useful Scripts

Backend

• npm run dev
• npm run lint
• npm test

Frontend

• npm run dev
• npm run build

License

MIT